DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Lenox Wealth Management, Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew Joseph Pitzer | Lenox Wealth Management, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Aug 20, 2020 | Aug 24, 2020 |
| Anne Lame Megerle | Lenox Wealth Management, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Aug 20, 2020 | Aug 24, 2020 |
| John Christopher Lame, Jr. | Lenox Wealth Management, Inc. independent RIA | Creative Planning independent RIA | RIA to RIA | Aug 20, 2020 | Aug 25, 2020 |
| Steven Edward Reder | Lenox Wealth Management, Inc. independent RIA | United Capital Financial Advisors independent RIA | RIA to RIA | Mar 7, 2019 | Mar 15, 2019 |
| Thomas M. Regan | Lenox Wealth Management, Inc. other | Hightower Advisors, LLC other | Other | Oct 9, 2014 | Sep 25, 2015 (351 d) |
| Richard C. O'Donnell | Lenox Wealth Management, Inc. other | Capital Directions LLC other | Other | Jul 3, 2014 | Jul 21, 2014 |
| Michael Elliott Raidt | Lenox Wealth Management, Inc. other | Asset Advisory Group Inc independent RIA | Other | May 9, 2014 | Mar 26, 2020 (2148 d) |
Page 1 of 1
7 moves match.